S. Poitevint II is a CFP® professional with 18 years of industry experience, currently serving at Raymond James Financial in Huntsville, AL. He has been with Raymond James since 2006 and worked previously at Investors Resource from 2011 to 2019. Outside of advisory work, he is the owner of Poitevint Properties, LLC, which manages residential leasing activities. Raymond James Financial Services Advisors, Inc. provides financial planning and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary investment consulting supported by analytical tools and offers specialized services such as municipal advisory and SIMPLE IRA employer consulting.

Tammy Gaddes is a financial advisor at Raymond James Financial with six years of industry experience. She holds a Series 66 designation and previously worked at Investor's Resource for five years before joining Raymond James in 2019. Outside of her advisory role, she is associated with Poiteving Financial, a client services business unrelated to investment. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored non-discretionary planning and uses analytical tools to support client goals, with specialized services including municipal advisory and SIMPLE IRA employer consulting programs.